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CIK: 0002035215
Total reported value
$128.7M
$128.7M
714 檔
18.1%
According to the latest 13F quarterly dataset, Quest 10 Wealth Builders, Inc. managed an equity portfolio of $128.7M at the end of Q4 2024, spanning 714 distinct U.S. exchange-listed positions.
During Q4 2024, Quest 10 Wealth Builders, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 714 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.08% | -0.08% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.60% | +0.08% | — | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 4.51% | +0.16% | — | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 4.03% | -0.07% | — | |
| 5 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.02% | +0.71% | — | |
| 6 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.72% | +0.39% | — | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.55% | +0.15% | — | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 2.47% | -0.70% | — | |
| 9 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 2.04% | -0.09% | — | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.72% | +0.30% | — | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.57% | +0.19% | — | |
| 12 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 1.51% | +0.22% | — | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.49% | -0.03% | — | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.49% | -0.03% | — | |
| 15 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.27% | -0.11% | — | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | +0.06% | — | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.21% | +0.12% | — | |
| 18 | PSEP | Innovator U.s. Equity Power | ETF-Other | 1.14% | -0.03% | — | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.09% | -0.13% | — | |
| 20 | PMAY | Innovator U.s. Equity Power | ETF-Other | 1.07% | -0.05% | — | |
| 21 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.06% | — | — | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.03% | -0.06% | — | |
| 23 | OCTT | All US Equ Buf10 Oct Etf-usd | ETF-Other | 1.02% | — | — | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.02% | -0.03% | — | |
| 25 | JANT | Allianzim US Eq Bffr10 Jn-us | ETF-Other | 1.01% | — | EXIT | |
| 26 | SIXD | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 0.95% | +1.41% | NEW | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | +0.04% | — | |
| 28 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.84% | -0.04% | — | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.83% | -0.03% | — | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.82% | — | — | |
| 31 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.81% | +0.04% | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.79% | +0.01% | — | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.78% | +0.03% | — | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.78% | — | — | |
| 35 | DECT | Allianzim US Eq Bffr10 Dc-us | ETF-Other | 0.77% | +0.01% | — | |
| 36 | GDEC | Ft Vest US Equity Moderate B | ETF-Other | 0.77% | — | — | |
| 37 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.71% | — | — | |
| 38 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.71% | -0.05% | — | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.67% | -0.06% | — | |
| 40 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.67% | +0.04% | — | |
| 41 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.67% | -0.01% | — | |
| 42 | VB | Vanguard Small-cap ETF | ETF-Other | 0.66% | — | — | |
| 43 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.65% | -0.06% | — | |
| 44 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.60% | -0.03% | — | |
| 45 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.60% | -0.07% | — | |
| 46 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.59% | -0.07% | — | |
| 47 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.59% | -0.03% | — | |
| 48 | DUK | Duke Energy CORP | Stock-Utilities | 0.58% | -0.08% | — | |
| 49 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.56% | -0.02% | — | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.54% | -0.07% | — |
According to official SEC Form 13F filings, Quest 10 Wealth Builders, Inc. reported a total U.S. public equity portfolio value of $128.7M across 714 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IVV, VUG) accounted for 18.1% of total reported equity market value during Q4 2024.
During Q4 2024, Quest 10 Wealth Builders, Inc.'s top holdings by market value included VOO (7.1%)、IVV (4.6%)、VUG (4.5%). The largest single position, VOO, represented 7.1% of total portfolio value.
In Q4 2024, Quest 10 Wealth Builders, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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